Blackhawk Capital Partners, LLC
Firm details
- Headquarters
- Thiensville, Wisconsin
- CRD number
- 158020
- Registered since
- March 12, 2015
- Website
- blackhawk-capital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Commissions, Other
- Client types
- HNWI78.45%
- Individuals10.04%
- Pension & Profit Sharing Plans6.01%
- Corporations / Businesses5.5%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Blackhawk Capital Partners, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2015. The firm describes itself as a capital allocator serving both individual/family and institutional clients. Its service mix includes financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of external advisers. It also conducts broker-dealer and insurance brokerage activities through registered representative and insurance broker relationships. Fee arrangements are flexible, spanning percentage-of-AUM, hourly, fixed fees, commissions and other structures. The firm indicates it does not position itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities51%
- Public Funds/Mutual Funds24%
- Investment Grade Corp Bonds12%
- US Government Bonds5%
- Cash & Cash Equivalents4%
Contacts
3 of 10
Donald Tendick
PartnerCRD 4456078
Jay Rabins
SVP, Wealth AdvisorCRD 4216824
Susan Brousseau
Senior Vice PresidentCRD 1020604
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 46Active vs passive
$145M in ETFs
41%
$59.7M
53%
$85.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP ETF (SCHX) | Schwab | Passive | Large Blend | $16.9M | 575,233 | 11.69% |
Location
Thiensville, WI
Ozaukee
Location
Thiensville, WI
Headquartered in Thiensville, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.
- Metro area
- Milwaukee-Racine-Waukesha, WI
- Region
- Midwest
- County
- Ozaukee
- Address
- 167 S Main St
- Time zone
- CT (UTC-6)
- Office locations
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